Lic Mf Tax Plan

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Fund Name NAV Date NAV Rupee Change Percent Change
LIC MF Tax Plan-Regular Plan-IDCW 20/Mar/2023 20.5313
-0.1036
-0.5021%
LIC MF Tax Plan-Direct Plan-IDCW 20/Mar/2023 23.9221
-0.1189
-0.4946%
LIC MF Tax Plan-Regular Plan-Growth 20/Mar/2023 94.0311
-0.4748
-0.5024%
LIC MF Tax Plan-Direct Plan-Growth 20/Mar/2023 104.4649
-0.5191
-0.4945%

Disclaimer: NO INVESTMENT ADVICE. The Content is for informational purposes only.

Fund Performance Analysis

Lic Mf Tax Plan Analysis

Bmsmoney ELSS (Tax Saving) Fund Category Rank: 26

Lic Mf Tax Plan Performance Snapshot (Regular Plan)

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KPIs* Fund Cat. Avg Better Than Cat. Avg In 1st Quartile In 4th Quartile Rank (In Cat.) Min / Max
1M Return %
-4.47
-4.50
Yes
No
No
16/37 -5.77 / -1.54
1M Rolling Return %
-0.17
0.03
No
No
No
25/37 -0.80 / 1.12
3M Return %
-6.19
-7.15
Yes
Yes
No
8/37 -12.38 / -2.07
3M Rolling Return %
-1.83
0.24
No
No
Yes
34/37 -4.46 / 3.05
6M Return %
-6.98
-4.85
No
No
Yes
31/37 -12.48 / 2.78
6M Rolling Return %
-1.47
0.08
No
No
Yes
30/36 -6.78 / 3.76
1Y Return %
-3.45
0.03
No
No
Yes
30/37 -12.07 / 9.37
1Y Rolling Return %
19.02
18.56
Yes
No
No
17/35 3.55 / 40.75
3Y Return %
19.08
25.26
No
No
Yes
30/35 14.01 / 49.48
3Y Rolling Return %
13.07
16.01
No
No
No
23/32 8.26 / 34.21
5Y Return %
8.66
9.91
No
No
No
20/32 3.92 / 20.32
Standard Deviation
21.40
21.96
Yes
No
No
11/35 18.29 / 26.15
Semi Deviation
17.31
17.20
No
No
No
18/35 13.93 / 20.71
Max Drawdown
-28.13
-27.45
No
No
No
19/35 -33.42 / -20.90
VaR 1 Y
-14.57
-17.92
Yes
Yes
No
4/35 -24.24 / -13.67
Average Drawdown
-11.98
-9.67
No
No
Yes
33/35 -17.28 / -6.12
Sharpe Ratio
0.15
0.37
No
No
Yes
31/35 0.04 / 1.20
Sterling Ratio
0.26
0.41
No
No
Yes
31/35 0.22 / 1.01
Sortino Ratio
0.10
0.19
No
No
Yes
32/35 0.06 / 0.55
Jensen Alpha
-5.76
-0.72
No
No
Yes
30/35 -7.49 / 22.70
Treynor Ratio
0.04
0.09
No
No
Yes
31/35 0.01 / 0.32
Modigliani Square measure
10.72
15.87
No
No
Yes
30/35 8.38 / 34.83
Active Return
-0.07
-0.02
No
No
Yes
31/35 -0.09 / 0.21
Returns, performance summary of fund and return related sentences are updated daily. Last Updated On : March 20, 2023.
Other parameters, fund ranking, non return related analysis are updated after every month end. Last Updated On : Dec. 31, 2022 KPIs: Key Performance Indicators

Lic Mf Tax Plan Performance vs Category Average

All parametrs are in percentage

Top Performing Peers of Lic Mf Tax Plan

Top Performing Funds in ELSS (Tax Saving) Fund Category
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Fund Name Category Rank Analysis 1Y Return 3Y Return Max Drawdown VaR 1Y 95% Sharpe Ratio Sortino Ratio Hurst Index

Bank Of India Tax Advantage Fund

7 The Bank Of India Tax Advantage Fund is a ELSS. In the ELSS category there are 37 funds. The fund has 11 KPIs that are in top quartile. The fund has 48% of the KPIs that are in top quartile. The fund has one performance parameter that is in bottom quartile. You can read more about the fund KPIs in the Bank Of India Tax Advantage Fund performance snapshot section. -1.05% 27.54% -21.77% -17.16% 0.64 0.30 0.48

Canara Robeco Equity Tax Saver Fund

4 The Canara Robeco Equity Tax Saver Fund is a ELSS. In the ELSS category there are 37 funds. The fund has 14 KPIs that are in top quartile. The fund has 61% of the KPIs that are in top quartile. The fund has over 50% KPIs in top quartile which shows the fund has performed exceptionally well. The fund has two KPIs that are in bottom quartile. The fund has 9% of the KPIs that are in bottom quartile. You can read more about the fund KPIs in the Canara Robeco Equity Tax Saver Fund performance snapshot section. -0.84% 26.85% -22.07% -14.32% 0.56 0.26 0.49

Kotak Tax Saver Fund

5 The Kotak Tax Saver Fund is a ELSS. In the ELSS category there are 37 funds. The fund has eight KPIs that are in top quartile. The fund has 35% of the KPIs that are in top quartile. The fund does not have any KPI that are bottom quartile. You can read more about the fund KPIs in the Kotak Tax Saver Fund performance snapshot section. 2.90% 27.53% -28.70% -16.41% 0.44 0.21 0.50

Mahindra Manulife Elss Kar Bachat Yojana

3 The Mahindra Manulife Elss Kar Bachat Yojana is a ELSS. In the ELSS category there are 37 funds. The fund has ten KPIs that are in top quartile. The fund has 43% of the KPIs that are in top quartile. The fund does not have any KPI that are bottom quartile. You can read more about the fund KPIs in the Mahindra Manulife Elss Kar Bachat Yojana performance snapshot section. -0.18% 27.42% -25.98% -15.65% 0.48 0.23 0.48

Pgim India Elss Tax Saver Fund

6 The Pgim India Elss Tax Saver Fund is a ELSS. In the ELSS category there are 37 funds. The fund has 16 KPIs that are in top quartile. The fund has 70% of the KPIs that are in top quartile. The fund has over 50% KPIs in top quartile which shows the fund has performed exceptionally well. The fund has one performance parameter that is in bottom quartile. You can read more about the fund KPIs in the Pgim India Elss Tax Saver Fund performance snapshot section. 0.85% 30.80% -27.85% -20.09% 0.53 0.26 0.50

Parag Parikh Tax Saver Fund

1 The Parag Parikh Tax Saver Fund is a ELSS. In the ELSS category there are 37 funds. The fund has 20 KPIs that are in top quartile. The fund has 95% of the KPIs that are in top quartile. The fund has over 50% KPIs in top quartile which shows the fund has performed exceptionally well. The fund does not have any KPI that are bottom quartile. You can read more about the fund KPIs in the Parag Parikh Tax Saver Fund performance snapshot section. 6.91% 30.91% -23.28% -13.67% 0.79 0.34 0.49

Union Long Term Equity Fund

2 The Union Long Term Equity Fund is a ELSS. In the ELSS category there are 37 funds. The fund has 12 KPIs that are in top quartile. The fund has 52% of the KPIs that are in top quartile. The fund has over 50% KPIs in top quartile which shows the fund has performed exceptionally well. The fund does not have any KPI that are bottom quartile. You can read more about the fund KPIs in the Union Long Term Equity Fund performance snapshot section. 0.75% 28.11% -25.74% -13.84% 0.52 0.25 0.50

Lic Mf Tax Plan Performance Snapshot (Direct Plan)

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KPIs Fund Cat. Avg Better Than Cat. Avg In 1st Quartile In 4th Quartile Rank (In Cat.) Min / Max
1M Return %
-4.39
-4.40
Yes
No
No
16/37 -5.73 / -1.47
1M Rolling Return %
-0.09
0.12
No
No
No
25/37 -0.75 / 1.26
3M Return %
-5.96
-6.89
Yes
Yes
No
10/37 -12.08 / -1.90
3M Rolling Return %
-1.57
0.53
No
No
Yes
34/37 -4.27 / 3.22
6M Return %
-6.51
-4.32
No
No
Yes
31/37 -12.12 / 3.13
6M Rolling Return %
-0.90
0.65
No
No
Yes
30/36 -6.40 / 4.60
1Y Return %
-2.43
1.17
No
No
Yes
30/37 -11.34 / 10.06
1Y Rolling Return %
20.54
19.92
Yes
No
No
16/35 4.17 / 43.64
3Y Return %
20.51
26.72
No
No
Yes
30/35 14.71 / 52.31
3Y Rolling Return %
14.42
17.29
No
No
No
22/32 8.98 / 36.63
5Y Return %
9.93
11.11
No
No
No
23/32 4.64 / 22.17
Standard Deviation
21.40
21.96
Yes
No
No
11/35 18.29 / 26.15
Semi Deviation
17.31
17.20
No
No
No
18/35 13.93 / 20.71
Max Drawdown
-28.13
-27.45
No
No
No
19/35 -33.42 / -20.90
VaR 1 Y
-14.57
-17.92
Yes
Yes
No
4/35 -24.24 / -13.67
Average Drawdown
-11.98
-9.67
No
No
Yes
33/35 -17.28 / -6.12
Sharpe Ratio
0.15
0.37
No
No
Yes
31/35 0.04 / 1.20
Sterling Ratio
0.26
0.41
No
No
Yes
31/35 0.22 / 1.01
Sortino Ratio
0.10
0.19
No
No
Yes
32/35 0.06 / 0.55
Jensen Alpha
-5.76
-0.72
No
No
Yes
30/35 -7.49 / 22.70
Treynor Ratio
0.04
0.09
No
No
Yes
31/35 0.01 / 0.32
Modigliani Square measure
10.72
15.87
No
No
Yes
30/35 8.38 / 34.83
Active Return
-0.07
-0.02
No
No
Yes
31/35 -0.09 / 0.21
Returns, performance summary of fund and return related sentences are updated daily. Last Updated On : March 20, 2023.
Other parameters_direct, fund ranking, non return related analysis are updated after every month end. Last Updated On : Dec. 31, 2022 KPIs: Key Performance Indicators

Lic Mf Tax Plan Regular vs Direct Plan Performance

Parameters Regular Plan Direct Plan
1M Return % -4.47% -4.39%
1M Rolling Return % -0.17% -0.09%
3M Return % -6.19% -5.96%
3M Rolling Return % -1.83% -1.57%
6M Return % -6.98% -6.51%
6M Rolling Return % -1.47% -0.90%
1Y Return % -3.45% -2.43%
1Y Rolling Return % 19.02% 20.54%
3Y Return % 19.08% 20.51%
3Y Rolling Return % 13.07% 14.42%
5Y Return % 8.66% 9.93%
Standard Deviation 21.40% 21.40%
Semi Deviation 17.31% 17.31%
Max Drawdown -28.13% -28.13%
VaR 1 Y -14.57% -14.57%
Average Drawdown -11.98% -11.98%
Sharpe Ratio 0.15% 0.15%
Sterling Ratio 0.26% 0.26%
Sortino Ratio 0.10% 0.10%
Jensen Alpha -5.76% -5.76%
Treynor Ratio 0.04% 0.04%
Modigliani Square measure 10.72% 10.72%
Active Return -0.07% -0.07%

Expected return is based on historical relationship between fund and representative benchmark. Assuming same relationsgip will hold in future.

Annulized Returns

Lic Mf Tax Plan Expected Return

Investment Period Mini. Possible Return
in Investment Period
Max. Possible Return
in Investment Period
Expected Return
in Investment Period
Loss Probability
in Investment Period
10 Year 5.21% 23.00% 13.90% 0.00%
One Year -57.09% 127.23% 12.69% 24.17%
Three Year -20.48% 63.42% 13.01% 8.11%
Five Year -1.45% 48.35% 14.00% 0.63%
Seven Year 4.52% 30.45% 12.72% 0.00%

Expected return is based on historical relationship between fund and representative benchmark. Assuming same relationsgip will hold in future.

Annulized Returns


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ELSS (Tax Saving) Fund Category Performance Analysis

Return Chart (Regular Plan)

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Fund Name 1D Return 1W Return 1M Return 3M Return 6M Return 1Y Return 3Y Return 5Y Return
% Rank % Rank % Rank % Rank % Rank % Rank % Rank % Rank

Lic Mf Tax Plan

-0.50
1
-0.43
5
-4.47
16
-6.19
8
-6.98
31
-3.45
30
19.08
30
8.66
20

Union Long Term Equity Fund

-0.59
2
-1.07
21
-4.77
22
-7.47
21
-5.29
23
0.75
15
28.11
9
12.06
6

Franklin India Taxshield

-0.60
3
-0.31
3
-3.51
7
-7.22
20
-2.94
10
3.52
6
28.25
8
10.32
14

Aditya Birla Sun Life Tax Relief '96

-0.61
4
-1.23
25
-5.58
32
-9.26
35
-8.78
35
-4.12
32
14.53
34
4.55
31

Aditya Birla Sun Life Tax Plan

-0.61
5
-1.30
29
-5.77
37
-9.14
34
-8.51
34
-4.85
35
14.01
35
3.92
32

Motilal Oswal Long Term Equity Fund (Moflte)

-0.61
6
-0.31
2
-3.18
5
-5.63
5
-2.23
6
6.48
5
23.18
24
8.58
21

Parag Parikh Tax Saver Fund

-0.62
7
-1.03
17
-2.94
3
-2.94
2
-0.79
3
6.91
3
30.91
3

Hsbc Tax Saver Equity Fund

-0.63
8
-0.14
1
-5.46
30
-8.66
33
-6.93
30
-4.11
31
23.08
25
7.69
28

Uti Long Term Equity Fund (Tax Saving)

-0.63
9
-1.04
18
-5.17
27
-8.50
30
-7.92
33
-4.48
34
24.00
22
9.87
16

Icici Prudential Long Term Equity Fund (Tax Saving)

-0.63
10
-0.81
11
-4.98
24
-7.83
25
-4.66
19
-1.53
28
27.00
15
10.64
12

Invesco India Tax Plan

-0.65
11
-1.09
22
-4.69
19
-7.61
24
-6.72
28
-7.07
36
21.59
26
9.38
19

Edelweiss Long Term Equity Fund (Tax Savings)

-0.67
12
-0.71
9
-4.76
21
-5.94
7
-4.46
16
-1.48
27
23.63
23
8.33
24

Pgim India Elss Tax Saver Fund

-0.67
13
-0.96
14
-4.06
11
-6.23
9
-1.42
5
0.85
13
30.80
4
11.96
8

Iti Long Term Equity Fund

-0.67
14
-1.02
16
-4.05
10
-6.56
15
-3.26
11
2.68
8
21.14
27

Sbi Long Term Equity Fund

-0.69
15
-0.65
8
-2.99
4
-5.16
4
-0.25
2
7.65
2
29.72
6
10.94
11

Taurus Tax Shield

-0.70
16
-0.57
6
-1.54
1
-2.07
1
2.78
1
6.50
4
24.16
21
9.74
17

Sundaram Diversified Equity

-0.70
17
-1.24
26
-5.67
35
-7.56
23
-6.55
27
1.17
11
25.13
19
8.04
26

Sundaram Tax Savings Fund

-0.72
18
-1.24
27
-5.66
34
-8.13
26
-7.01
32
-0.14
18

Canara Robeco Equity Tax Saver Fund

-0.73
19
-0.97
15
-4.75
20
-7.20
19
-6.14
26
-0.84
23
26.85
16
14.22
2

Idfc Tax Advantage (Elss) Fund

-0.76
20
-0.75
10
-4.22
12
-5.74
6
-2.60
7
1.16
12
34.78
2
11.57
10

Kotak Tax Saver Fund

-0.76
21
-0.96
13
-3.58
8
-6.35
12
-2.86
8
2.90
7
27.53
12
12.94
4

Hdfc Taxsaver

-0.77
22
-0.59
7
-3.43
6
-5.15
3
-0.82
4
9.37
1
30.71
5
9.39
18

Indiabulls Tax Savings Fund

-0.78
23
-1.40
30
-5.58
31
-8.37
29
-5.65
24
-1.24
25
19.35
29
5.56
29

Dsp Tax Saver Fund

-0.80
24
-1.26
28
-4.63
18
-6.78
17
-3.95
14
0.44
16
28.03
10
12.26
5

Mirae Asset Tax Saver Fund

-0.80
25
-0.95
12
-4.53
17
-7.15
18
-4.47
17
-1.39
26
28.69
7
13.59
3

Baroda Bnp Paribas Elss Fund

-0.83
26
-1.06
19
-5.18
28
-7.50
22
-5.14
21
-4.17
33

Axis Long Term Equity Fund

-0.83
27
-1.07
20
-5.40
29
-10.07
36
-12.48
37
-12.07
37
15.17
33
8.52
22

Idbi Equity Advantage Fund

-0.85
28
-0.43
4
-4.30
14
-6.41
13
-4.57
18
-0.40
20
18.45
31
7.99
27

Quantum Tax Saving Fund

-0.87
29
-1.63
36
-5.69
36
-6.55
14
-2.89
9
2.68
10
27.11
14
8.33
23

Shriram Long Term Equity Fund

-0.89
30
-1.20
24
-5.13
26
-8.61
31
-6.87
29
-1.66
29
18.28
32

Mahindra Manulife Elss Kar Bachat Yojana

-0.89
31
-1.18
23
-5.00
25
-6.25
10
-3.71
13
-0.18
19
27.42
13
9.99
15

Jm Tax Gain Fund

-0.97
32
-1.43
32
-3.74
9
-6.27
11
-3.40
12
-0.50
21
25.04
20
11.97
7

Bank Of India Tax Advantage Fund

-0.98
33
-1.51
34
-4.24
13
-8.15
27
-5.77
25
-1.05
24
27.54
11
11.73
9

Quant Tax Plan

-0.98
34
-1.54
35
-2.91
2
-12.38
37
-11.63
36
2.68
9
49.48
1
20.32
1

Navi Elss Tax Saver Fund

-1.00
35
-1.40
31
-4.40
15
-6.64
16
-4.24
15
-0.70
22
20.84
28
8.27
25

Tata India Tax Savings Fund

-1.07
36
-1.68
37
-5.59
33
-8.63
32
-5.18
22
0.06
17
25.18
18
10.40
13

Nippon India Tax Saver (Elss) Fund

-1.07
37
-1.46
33
-4.87
23
-8.27
28
-5.14
20
0.76
14
25.35
17
5.28
30
Fund Name 1D Return 1W Return 1M Return 3M Return 6M Return 1Y Return 3Y Return 5Y Return
% Rank % Rank % Rank % Rank % Rank % Rank % Rank % Rank

Lic Mf Tax Plan

-0.49
1
-0.41
5
-4.39
16
-5.96
10
-6.51
31
-2.43
30
20.51
30
9.93
23

Franklin India Taxshield

-0.59
2
-0.29
3
-3.44
7
-7.03
20
-2.54
10
4.37
7
29.35
9
11.32
15

Aditya Birla Sun Life Tax Plan

-0.60
3
-1.29
29
-5.73
37
-9.01
34
-8.24
34
-4.32
35
14.71
35
4.64
32

Union Long Term Equity Fund

-0.60
4
-1.06
21
-4.73
22
-7.30
22
-4.90
24
1.63
14
28.99
12
12.74
10

Aditya Birla Sun Life Tax Relief '96

-0.60
5
-1.22
25
-5.51
33
-9.08
35
-8.41
35
-3.34
33
15.53
34
5.54
31

Motilal Oswal Long Term Equity Fund (Moflte)

-0.60
6
-0.28
2
-3.07
5
-5.35
5
-1.62
6
7.81
4
24.78
24
9.97
22

Parag Parikh Tax Saver Fund

-0.61
7
-1.01
17
-2.83
3
-2.62
2
-0.12
3
8.37
2
32.59
3

Hsbc Tax Saver Equity Fund

-0.62
8
-0.11
1
-5.36
30
-8.40
33
-6.37
30
-2.93
31
24.63
25
8.92
26

Uti Long Term Equity Fund (Tax Saving)

-0.62
9
-1.02
18
-5.08
28
-8.25
31
-7.42
33
-3.50
34
25.21
22
10.92
16

Invesco India Tax Plan

-0.62
10
-1.05
20
-4.58
19
-7.33
23
-6.15
28
-5.91
36
23.12
28
10.81
17

Icici Prudential Long Term Equity Fund (Tax Saving)

-0.63
11
-0.80
11
-4.94
25
-7.68
25
-4.33
19
-0.83
29
27.86
15
11.47
14

Edelweiss Long Term Equity Fund (Tax Savings)

-0.65
12
-0.68
9
-4.61
20
-5.56
7
-3.65
16
0.22
25
25.76
21
10.17
20

Iti Long Term Equity Fund

-0.66
13
-0.99
16
-3.88
10
-6.16
14
-2.35
9
4.78
6
23.75
26

Pgim India Elss Tax Saver Fund

-0.68
14
-0.95
15
-3.97
11
-5.91
9
-0.72
5
2.35
12
32.52
4
13.63
5

Sbi Long Term Equity Fund

-0.69
15
-0.63
8
-2.92
4
-5.01
4
0.07
2
8.32
3
30.53
6
11.65
13

Sundaram Diversified Equity

-0.70
16
-1.23
27
-5.62
35
-7.45
24
-6.29
29
1.79
13
25.77
20
8.57
28

Taurus Tax Shield

-0.70
17
-0.56
6
-1.47
1
-1.90
1
3.13
1
7.20
5
25.07
23
10.51
18

Sundaram Tax Savings Fund

-0.71
18
-1.23
26
-5.61
34
-8.00
28
-6.73
32
0.46
23

Canara Robeco Equity Tax Saver Fund

-0.72
19
-0.94
14
-4.63
21
-6.90
19
-5.50
26
0.51
21
28.44
14
15.49
2

Kotak Tax Saver Fund

-0.75
20
-0.94
13
-3.46
8
-6.03
11
-2.19
8
4.29
9
29.25
11
14.37
4

Idfc Tax Advantage (Elss) Fund

-0.75
21
-0.73
10
-4.12
12
-5.45
6
-2.01
7
2.37
11
36.33
2
12.89
8

Hdfc Taxsaver

-0.77
22
-0.58
7
-3.37
6
-4.99
3
-0.50
4
10.06
1
31.50
5
10.07
21

Indiabulls Tax Savings Fund

-0.79
23
-1.35
30
-5.38
31
-7.89
27
-4.80
22
0.51
22
22.10
29
7.40
29

Dsp Tax Saver Fund

-0.79
24
-1.24
28
-4.55
18
-6.56
17
-3.49
15
1.41
17
29.26
10
13.34
6

Mirae Asset Tax Saver Fund

-0.79
25
-0.94
12
-4.44
17
-6.89
18
-3.93
17
-0.26
28
30.41
7
15.17
3

Baroda Bnp Paribas Elss Fund

-0.82
26
-1.04
19
-5.08
27
-7.23
21
-4.58
20
-3.01
32

Axis Long Term Equity Fund

-0.82
27
-1.06
22
-5.33
29
-9.89
36
-12.12
37
-11.34
37
16.14
33
9.47
24

Idbi Equity Advantage Fund

-0.83
28
-0.40
4
-4.21
14
-6.15
13
-4.01
18
0.75
20
19.87
32
9.42
25

Quantum Tax Saving Fund

-0.86
29
-1.62
36
-5.65
36
-6.43
16
-2.64
11
3.19
10
27.74
16
8.80
27

Shriram Long Term Equity Fund

-0.87
30
-1.17
24
-4.97
26
-8.20
30
-6.03
27
0.13
27
20.46
31

Mahindra Manulife Elss Kar Bachat Yojana

-0.87
31
-1.14
23
-4.85
24
-5.85
8
-2.87
12
1.57
15
29.60
8
11.96
11

Jm Tax Gain Fund

-0.96
32
-1.41
32
-3.65
9
-6.04
12
-2.95
13
0.44
24
26.08
19
12.86
9

Quant Tax Plan

-0.97
33
-1.51
35
-2.78
2
-12.08
37
-11.01
36
4.32
8
52.31
1
22.17
1

Bank Of India Tax Advantage Fund

-0.97
34
-1.49
34
-4.15
13
-7.87
26
-5.18
25
0.16
26
28.95
13
12.99
7

Navi Elss Tax Saver Fund

-0.98
35
-1.37
31
-4.23
15
-6.20
15
-3.31
14
1.26
19
23.16
27
10.25
19

Tata India Tax Savings Fund

-1.06
36
-1.66
37
-5.49
32
-8.35
32
-4.60
21
1.29
18
26.81
17
11.88
12

Nippon India Tax Saver (Elss) Fund

-1.06
37
-1.45
33
-4.82
23
-8.13
29
-4.84
23
1.50
16
26.25
18
6.07
30
Fund Name 1 Month Median Return 3 Month Median Return 6 Month Median Return 1 Year Median Return 3 Year Median Return
% Rank % Rank % Rank % Rank % Rank

Aditya Birla Sun Life Tax Plan (U/S 80c)

-0.80
37
-0.54
30
-2.99
34
3.55
35
8.26
32

Aditya Birla Sun Life Tax Relief 96 (U/S 80c)

-0.73
36
-0.54
29
-2.48
33
3.86
34
9.01
31

Axis Long Term Equity Fund

-0.45
34
-4.46
37
-6.78
36
10.97
32
15.44
16

Franklin India Taxshield

-0.13
23
0.10
20
0.51
15
19.99
14
14.94
18

Shriram Long Term Equity Fund

-0.33
30
-0.38
27
-0.69
26
13.24
29

Mirae Asset Tax Saver Fund

-0.11
21
0.42
17
-1.16
29
19.02
16
20.30
5

Boi Axa Tax Advantage Fund

0.04
16
-1.04
33
-0.09
19
22.01
8
23.69
2

Canara Robeco Equity Tax Saver Fund

-0.24
29
-0.69
32
-0.35
23
18.84
18
20.69
3

Dsp Tax Saver Fund

-0.04
20
0.98
13
-0.16
20
21.74
9
18.70
8

Edelweiss Long Term Equity Fund (Tax Savings)

0.12
13
-0.42
28
-0.23
21
17.48
24
14.91
19

Essel Long Term Advantage Fund

-0.02
19
-0.67
31
-0.70
27
15.57
27
11.80
27

Hdfc Taxsaver

0.74
4
3.05
1
3.76
1
23.65
5
12.60
25

Hsbc Tax Saver Equity Fund

-0.63
35
-0.34
26
-1.51
31
20.21
12
14.78
20

Icici Prudential Long Term Equity Fund (Tax Saving)

-0.18
26
0.52
16
-0.63
25
20.14
13
16.41
13

Idbi Equity Advantage Fund

0.03
17
0.05
21
-0.36
24
18.07
23
12.36
26

Idfc Tax Advantage (Elss) Fund

0.36
7
1.37
10
1.46
9
28.80
2
20.60
4

Indiabulls Tax Savings Fund

-0.38
31
0.55
15
-0.82
28
13.10
30
11.03
30

Invesco India Tax Plan

-0.43
33
-2.28
36
-3.46
35
17.21
25
15.09
17

Iti Long Term Equity Fund

-0.13
24
-0.20
24
1.38
10
4.90
33

Jm Tax Gain Fund

0.28
9
0.31
18
-0.31
22
18.71
19
17.12
12

Kotak Tax Saver Fund

0.27
10
1.45
8
1.89
6
20.68
11
18.20
9

Mahindra Mutual Fund Kar Bachat Yojana

0.25
11
0.61
14
0.04
18
23.58
6
17.42
11

Motilal Oswal Long Term Equity Fund (Moflte)

0.49
6
0.04
22
1.57
8
14.49
28
14.25
21

Nippon India Tax Saver (Elss) Fund

0.02
18
2.00
5
0.46
17
22.06
7
11.71
28

Pgim India Long Term Equity Fund

0.29
8
1.70
6
1.79
7
26.87
3
18.74
7

Parag Parikh Tax Saver Fund

0.75
3
0.99
12
3.39
3
26.33
4

Quant Tax Plan

1.12
1
2.50
2
3.68
2
40.75
1
34.21
1

Quantum Tax Saving Fund

0.18
12
2.09
4
1.07
13
12.58
31
11.67
29

Sbi Long Term Equity Fund

0.58
5
1.45
7
1.97
5
18.49
20
15.82
15

Sundaram Diversified Equity

0.12
14
0.10
19
1.08
11
19.39
15
13.82
22

Tata India Tax Savings Fund

-0.22
28
1.44
9
1.07
12
18.30
21
16.10
14

Union Long Term Equity Fund

0.09
15
-0.18
23
0.49
16
21.72
10
19.39
6

Uti Long Term Equity Fund (Tax Saving)

-0.43
32
-2.24
35
-1.89
32
18.23
22
17.46
10

Taurus Tax Shield

1.11
2
2.37
3
2.65
4
15.94
26
12.71
24

Lic Mf Tax Plan

-0.17
25
-1.83
34
-1.47
30
19.02
17
13.07
23

Sundaram Tax Savings Fund

-0.12
22
-0.34
25
0.60
14

Baroda Bnp Paribas Elss Fund

-0.20
27
1.07
11
Fund Name 1 Month Median Return 3 Month Median Return 6 Month Median Return 1 Year Median Return 3 Year Median Return
% Rank % Rank % Rank % Rank % Rank

Aditya Birla Sun Life Tax Plan (U/S 80c)

-0.75
37
-0.42
32
-2.78
34
4.17
35
8.98
32

Aditya Birla Sun Life Tax Relief 96 (U/S 80c)

-0.65
36
-0.31
30
-2.07
33
4.74
34
10.05
31

Axis Long Term Equity Fund

-0.38
34
-4.27
37
-6.40
36
11.91
32
16.46
18

Franklin India Taxshield

-0.07
23
0.31
22
0.92
15
20.99
13
15.99
20

Shriram Long Term Equity Fund

-0.18
30
0.07
24
0.21
25
15.31
29

Mirae Asset Tax Saver Fund

-0.01
21
0.72
16
-0.61
29
20.60
15
22.11
3

Boi Axa Tax Advantage Fund

0.14
18
-0.76
33
0.54
20
23.22
7
25.04
2

Canara Robeco Equity Tax Saver Fund

-0.13
28
-0.35
31
0.32
22
20.36
17
22.07
4

Dsp Tax Saver Fund

0.03
20
1.22
13
0.32
21
22.91
9
19.87
8

Edelweiss Long Term Equity Fund (Tax Savings)

0.27
12
0.00
26
0.63
19
19.48
22
16.90
15

Essel Long Term Advantage Fund

0.14
16
-0.21
29
0.26
23
17.78
26
13.85
24

Hdfc Taxsaver

0.79
4
3.22
1
4.07
3
24.36
6
13.26
28

Hsbc Tax Saver Equity Fund

-0.54
35
-0.06
27
-0.91
31
21.74
12
16.20
19

Icici Prudential Long Term Equity Fund (Tax Saving)

-0.12
27
0.67
17
-0.26
28
20.97
14
17.23
14

Idbi Equity Advantage Fund

0.14
17
0.35
19
0.24
24
19.52
21
13.78
25

Idfc Tax Advantage (Elss) Fund

0.47
7
1.69
9
2.09
10
30.30
2
21.95
5

Indiabulls Tax Savings Fund

-0.28
31
1.03
15
0.00
27
15.11
30
13.38
27

Invesco India Tax Plan

-0.33
32
-1.95
35
-2.88
35
18.72
25
16.57
16

Iti Long Term Equity Fund

-0.03
22
0.34
20
2.47
7
7.09
33

Jm Tax Gain Fund

0.36
11
0.53
18
0.17
26
19.65
20
18.00
12

Kotak Tax Saver Fund

0.38
10
1.79
7
2.59
5
22.32
11
19.75
9

Mahindra Mutual Fund Kar Bachat Yojana

0.40
9
1.05
14
0.92
16
25.67
5
19.42
10

Motilal Oswal Long Term Equity Fund (Moflte)

0.59
6
0.34
21
2.21
9
15.96
28
15.77
21

Nippon India Tax Saver (Elss) Fund

0.07
19
2.18
5
0.86
18
22.92
8
12.50
29

Pgim India Long Term Equity Fund

0.41
8
2.06
6
2.58
6
28.42
3
20.32
6

Parag Parikh Tax Saver Fund

0.86
3
1.33
11
4.10
2
28.00
4

Quant Tax Plan

1.26
1
2.96
2
4.60
1
43.64
1
36.63
1

Quantum Tax Saving Fund

0.22
13
2.22
4
1.33
13
13.13
31
12.17
30

Sbi Long Term Equity Fund

0.62
5
1.61
10
2.29
8
19.23
24
16.54
17

Sundaram Diversified Equity

0.17
14
0.27
23
1.42
12
20.08
18
14.33
23

Tata India Tax Savings Fund

-0.13
29
1.77
8
1.68
11
19.77
19
17.68
13

Union Long Term Equity Fund

0.15
15
0.05
25
0.93
14
22.53
10
20.01
7

Uti Long Term Equity Fund (Tax Saving)

-0.33
33
-1.98
36
-1.36
32
19.39
23
18.59
11

Taurus Tax Shield

1.18
2
2.55
3
2.98
4
16.78
27
13.53
26

Lic Mf Tax Plan

-0.09
25
-1.57
34
-0.90
30
20.54
16
14.42
22

Sundaram Tax Savings Fund

-0.07
24
-0.18
28
0.90
17

Baroda Bnp Paribas Elss Fund

-0.10
26
1.24
12
Fund Name VaR 1 Y 95% Max Drawdown Average Drawdown Standard Deviation Semi Deviation
% Rank % Rank % Rank % Rank % Rank

Aditya Birla Sun Life Tax Plan

-15.89
8
-24.36
8
-10.97
29
20.21
6
15.25
5

Aditya Birla Sun Life Tax Relief '96

-14.87
5
-23.65
7
-10.66
26
19.76
4
14.86
3

Axis Long Term Equity Fund

-24.12
34
-23.29
6
-17.28
35
22.51
22
16.43
9

Franklin India Taxshield

-20.22
29
-31.77
33
-10.37
24
24.11
32
19.11
33

Shriram Long Term Equity Fund

-15.93
9
-20.90
1
-8.09
10
18.29
1
13.93
1

Mirae Asset Tax Saver Fund

-17.46
20
-28.35
20
-10.86
28
22.87
26
17.63
24

Bank Of India Tax Advantage Fund

-17.16
15
-21.77
2
-8.90
13
20.91
9
16.46
10

Canara Robeco Equity Tax Saver Fund

-14.32
3
-22.07
3
-7.35
6
20.58
8
16.01
7

Dsp Tax Saver Fund

-17.88
21
-29.03
24
-10.76
27
22.85
25
17.92
26

Edelweiss Long Term Equity Fund (Tax Savings)

-16.36
12
-27.62
16
-8.04
9
22.09
18
17.46
20

Navi Elss Tax Saver Fund

-18.32
22
-30.60
30
-10.25
23
22.82
24
18.59
30

Hdfc Taxsaver

-19.78
26
-30.01
29
-6.13
2
22.12
19
17.52
22

Hsbc Tax Saver Equity Fund

-17.21
16
-29.13
25
-9.58
17
23.07
28
18.40
28

Icici Prudential Long Term Equity Fund (Tax Saving)

-18.66
23
-29.84
27
-9.17
16
22.97
27
17.79
25

Idbi Equity Advantage Fund

-17.39
19
-22.82
4
-7.56
7
18.96
3
14.66
2

Idfc Tax Advantage (Elss) Fund

-19.58
25
-33.19
34
-10.51
25
26.15
35
20.71
35

Indiabulls Tax Savings Fund

-17.37
18
-25.80
11
-9.15
15
20.31
7
15.91
6

Invesco India Tax Plan

-21.14
31
-25.48
9
-11.76
32
21.99
17
17.37
19

Iti Long Term Equity Fund

-20.10
28
-31.11
31
-16.34
34
22.67
23
17.62
23

Jm Tax Gain Fund

-15.95
10
-28.59
22
-9.81
20
23.22
30
18.32
27

Kotak Tax Saver Fund

-16.41
13
-28.70
23
-6.77
3
21.29
10
17.12
15

Mahindra Manulife Elss Kar Bachat Yojana

-15.65
7
-25.98
12
-8.87
12
21.74
13
16.84
12

Motilal Oswal Long Term Equity Fund (Moflte)

-20.30
30
-29.87
28
-9.76
18
23.15
29
18.45
29

Nippon India Tax Saver (Elss) Fund

-24.24
35
-33.42
35
-9.94
22
24.47
34
19.38
34

Pgim India Elss Tax Saver Fund

-20.09
27
-27.85
17
-8.45
11
21.93
14
16.95
13

Parag Parikh Tax Saver Fund

-13.67
1
-23.28
5
-6.12
1
18.62
2
14.94
4

Quant Tax Plan

-21.54
32
-27.35
14
-9.89
21
24.35
33
18.71
32

Quantum Tax Saving Fund

-18.92
24
-29.71
26
-11.00
30
21.95
15
17.08
14

Sbi Long Term Equity Fund

-22.78
33
-28.49
21
-11.10
31
21.96
16
17.19
16

Sundaram Diversified Equity

-15.12
6
-31.16
32
-7.31
5
23.26
31
18.67
31

Tata India Tax Savings Fund

-16.96
14
-28.09
18
-7.07
4
22.29
21
17.47
21

Union Long Term Equity Fund

-13.84
2
-25.74
10
-7.83
8
21.47
12
16.63
11

Uti Long Term Equity Fund (Tax Saving)

-17.23
17
-27.47
15
-9.00
14
22.13
20
17.22
17

Taurus Tax Shield

-16.29
11
-26.02
13
-9.78
19
19.96
5
16.01
8

Lic Mf Tax Plan

-14.57
4
-28.13
19
-11.98
33
21.40
11
17.31
18

Sundaram Tax Savings Fund

Baroda Bnp Paribas Elss Fund

Fund Name Sharpe Ratio Sortino Ratio Sterling ratio Hurst Index Jensen’s Alpha Beta R2 Treynor Ratio Modigliani2 Measure Active Return
% Rank % Rank % Rank % Rank Value Rank Value Rank % Rank % Rank % Rank

Aditya Birla Sun Life Tax Plan

0.04
35
0.06
35
0.22
35
0.50
-5.77
31 0.85 32
0.90
31
0.01
35
8.38
35
-0.08
33

Aditya Birla Sun Life Tax Relief '96

0.07
34
0.07
34
0.24
34
0.49
-6.76
34 0.85 31
0.94
22
0.02
34
9.20
33
-0.09
35

Axis Long Term Equity Fund

0.10
33
0.09
33
0.27
30
0.47
-7.49
35 0.94 21
0.89
33
0.02
33
9.01
34
-0.08
34

Franklin India Taxshield

0.39
14
0.20
14
0.40
17
0.50
-1.32
17 1.03 3
0.95
17
0.09
14
15.71
17
-0.01
15

Shriram Long Term Equity Fund

0.27
24
0.14
25
0.38
20
0.48
-1.90
18 0.79 34
0.96
14
0.06
24
14.71
20
-0.06
27

Mirae Asset Tax Saver Fund

0.47
10
0.23
9
0.47
9
0.50
1.29
9 1.00 6
0.97
4
0.11
10
17.80
10
0.01
7

Bank Of India Tax Advantage Fund

0.64
3
0.30
3
0.66
3
0.48
5.45
3 0.87 29
0.89
32
0.16
3
22.80
3
0.03
4

Canara Robeco Equity Tax Saver Fund

0.56
4
0.26
4
0.59
4
0.49
4.26
4 0.88 27
0.92
29
0.13
4
20.63
4
0.02
5

Dsp Tax Saver Fund

0.44
12
0.22
12
0.44
11
0.50
0.14
15 0.99 9
0.97
6
0.10
12
17.29
13
-0.00
10

Edelweiss Long Term Equity Fund (Tax Savings)

0.29
23
0.15
22
0.36
23
0.50
-3.16
23 0.95 16
0.97
7
0.07
22
13.87
22
-0.04
22

Navi Elss Tax Saver Fund

0.16
30
0.10
30
0.26
32
0.50
-5.87
32 0.98 10
0.93
25
0.04
30
10.32
31
-0.06
28

Hdfc Taxsaver

0.45
11
0.22
11
0.43
12
0.50
0.62
11 0.95 17
0.96
12
0.10
11
17.74
11
-0.00
12

Hsbc Tax Saver Equity Fund

0.27
25
0.15
24
0.34
26
0.48
-4.39
27 1.01 5
0.97
11
0.06
25
12.88
27
-0.04
23

Icici Prudential Long Term Equity Fund (Tax Saving)

0.38
15
0.20
15
0.40
16
0.49
-1.32
16 0.99 8
0.97
8
0.09
15
15.83
14
-0.01
17

Idbi Equity Advantage Fund

0.23
28
0.13
28
0.34
24
0.47
-2.92
22 0.81 33
0.92
30
0.05
28
13.25
24
-0.06
29

Idfc Tax Advantage (Elss) Fund

0.55
5
0.26
5
0.51
6
0.50
2.48
5 1.12 1
0.92
28
0.13
5
18.94
7
0.04
3

Indiabulls Tax Savings Fund

0.20
29
0.12
29
0.31
29
0.49
-4.75
29 0.88 28
0.98
1
0.05
29
12.26
29
-0.07
30

Invesco India Tax Plan

0.26
26
0.14
26
0.36
21
0.50
-3.83
26 0.95 18
0.94
19
0.06
26
13.06
25
-0.05
25

Iti Long Term Equity Fund

0.14
32
0.10
31
0.24
33
0.50
-6.67
33 0.96 14
0.93
26
0.03
32
10.11
32
-0.07
32

Jm Tax Gain Fund

0.37
18
0.19
18
0.41
15
0.50
-1.96
20 0.99 7
0.95
18
0.09
18
15.40
18
-0.02
18

Kotak Tax Saver Fund

0.44
13
0.21
13
0.43
13
0.50
0.55
13 0.92 25
0.97
10
0.10
13
17.72
12
-0.01
16

Mahindra Manulife Elss Kar Bachat Yojana

0.48
8
0.23
8
0.49
8
0.48
1.74
8 0.95 20
0.97
3
0.11
8
18.34
8
0.01
8

Motilal Oswal Long Term Equity Fund (Moflte)

0.24
27
0.14
27
0.31
28
0.49
-4.59
28 0.98 11
0.93
27
0.06
27
12.28
28
-0.05
26

Nippon India Tax Saver (Elss) Fund

0.29
22
0.16
20
0.33
27
0.47
-3.43
24 1.06 2
0.94
21
0.07
23
13.04
26
-0.02
19

Pgim India Elss Tax Saver Fund

0.53
6
0.26
6
0.50
7
0.50
2.38
6 0.95 15
0.96
13
0.12
6
19.57
5
0.02
6

Parag Parikh Tax Saver Fund

0.79
2
0.34
2
0.67
2
0.49
9.18
2 0.74 35
0.82
34
0.20
2
27.07
2
0.05
2

Quant Tax Plan

1.20
1
0.55
1
1.01
1
0.47
22.70
1 0.92 24
0.72
35
0.32
1
34.83
1
0.21
1

Quantum Tax Saving Fund

0.37
17
0.19
17
0.39
19
0.51
0.58
12 0.94 22
0.93
24
0.09
17
15.75
16
-0.00
14

Sbi Long Term Equity Fund

0.47
9
0.23
10
0.46
10
0.50
0.68
10 0.95 19
0.97
5
0.11
9
18.23
9
-0.00
13

Sundaram Diversified Equity

0.30
20
0.16
21
0.34
25
0.49
-3.64
25 1.02 4
0.97
9
0.07
20
13.65
23
-0.03
21

Tata India Tax Savings Fund

0.38
16
0.19
16
0.41
14
0.49
0.43
14 0.96 12
0.96
15
0.09
16
15.76
15
-0.00
11

Union Long Term Equity Fund

0.52
7
0.25
7
0.52
5
0.50
1.82
7 0.93 23
0.98
2
0.12
7
19.52
6
0.01
9

Uti Long Term Equity Fund (Tax Saving)

0.35
19
0.18
19
0.40
18
0.49
-1.93
19 0.96 13
0.95
16
0.08
19
15.10
19
-0.03
20

Taurus Tax Shield

0.30
21
0.15
23
0.36
22
0.51
-2.17
21 0.86 30
0.94
20
0.07
21
14.53
21
-0.05
24

Lic Mf Tax Plan

0.15
31
0.10
32
0.26
31
0.49
-5.76
30 0.91 26
0.93
23
0.04
31
10.72
30
-0.07
31

Sundaram Tax Savings Fund

Baroda Bnp Paribas Elss Fund

Lic Mf Tax Plan Additional Return Analysis

Lic Mf Tax Plan Value of Investment

Plan Type 1 Day 1 Week 1 Month 3 Month 6 Month 1 Year 3 Year 5 Year
Regular Plan Value of 1000 Rupee 994.98 995.68 955.28 938.14 930.23 965.49 1688.43 1515.10
Direct Plan Value of 1000 Rupee 995.06 995.86 956.08 940.44 934.89 975.67 1749.93 1605.42
Fund Information
Fund Launch Date: 11/Jan/1997
Fund Category: ELSS (Tax Saving) Fund
Investment Objective: To provide capital growth along with tax rebate and tax relief to our investors through prudent investments in the stock markets. However, there is no assurance that the investment objective of the Schemes will be realized.
Fund Description: An open ended equity linked saving scheme with a statutory lock in of 3 years and tax benefit.
Fund Benchmark: Nifty 500 Total Return Index
Source: Fund FactSheet


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More Mutual Fund Analysis Article

  • An investment instrument that pools money from many investors and uses that money to invest in a diversified portfolio of stocks, bonds, or other securities. 
  • It is managed by a professional investment company.
  • It offers diversification, professional management, and liquidity.

A mutual fund is a pool of funds collected from individuals/ companies/ other entities to invest in financial securities like equity and bond, gold/silver, and commodities. Each mutual fund is managed by one or more fund manager. 

This post will describe the methodology used for different calculations on this website.